Take the first step toward reaching your financial goals
Get the information that can help you live a confident retirement.
Attend an Event
Our workshops focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.
In-Person Educational Workshops
June 6
Tax & Income Planning Workshop
6:30 pm | Northern Arizona University NAU–North Valley Phoenix, AZ
June 8
Tax & Income Planning Workshop
6:30 pm | Northern Arizona University NAU–North Valley Phoenix, AZ
June 21
Social Security Know Your Options
6:30 pm | Paradise Valley Community College
June 22
Social Security Know Your Options
6:30 pm | Paradise Valley Community College
July 8
Tax & Income Planning Workshop
9:30 am | Anthem Civic Building Meeting Room 3
July 11
Social Security Know Your Options
6:30 pm | Glendale Community College
July 13
Social Security Know Your Options
6:30 pm | Glendale Community College
July 15
Tax & Income Planning Workshop
9:30 am | Anthem Civic Building Meeting Room 3
August 9
Tax & Income Planning Workshop
6:30 pm | Paradise Valley Community College
August 10
Tax & Income Planning Workshop
6:30 pm | Paradise Valley Community College
August 22
Social Security Know Your Options
6:30 pm | Northern Arizona University NAU–North Valley Phoenix, AZ
August 24
Social Security Know Your Options
6:30 pm | Northern Arizona University NAU–North Valley Phoenix, AZ
The Power of Zero The Tax Train is Coming
As the U.S. debt spirals out of control, it threatens to disrupt traditional retirement savings alternatives by setting the stage for onerous tax increases in the future.
Ready to begin? Ask WIN!
You may feel overwhelmed with the complexities of your benefits and situation, but the best thing to do is start right here.
